Cozad Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $369K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $333K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $291K | Buy |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $242K | Hold |
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|
2022
Q1 | $277K | Sell |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $279K | Hold |
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|
2021
Q1 | $266K | Hold |
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|
2020
Q4 | $240K | Hold |
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|
2020
Q3 | $208K | Buy |
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